Filer Snapshot

71 West Capital Partners

CIK 0002111530. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

2

Latest filing

06 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

IWF

$375.14M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

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Source: SEC Form 13F

13F-HR filed on 06 May 2026 for CIK 0002111530.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$2.27B

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$2.27B

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

IWF IWD VTV XLK VUG
+15 moreVGT AAPL NVDA SPYV SPYG IEFA GOOGL JPM SPY TSM RTX BAC VEA EFA BRKB

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

IWF IWD VTV XLK VUG VGT AAPL NVDA
+12 moreSPYV SPYG IEFA GOOGL JPM SPY TSM RTX BAC VEA EFA BRKB
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
1 Post Office Square, 2200, Boston, MA, 02109
SEC profile 2 profile fields
State of incorporation
MA
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about 71 West Capital Partners

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $2.27B across 313 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IWF at $375.14M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 313 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 06 May 2026

Top 5 concentration

45%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.03B

Compared with $2.27B total 13F value.

Top 5 net change

+$77.57M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IWF ยท Largest trim: WDAY

IWF IWD VTV XLK VUG Other holdings

IWF

16.5%

Ishares Tr

$375.14M

IWD

11.9%

Ishares Tr

$270.15M

VTV

7.3%

Vanguard Index Fds

$165.82M

XLK

5.1%

Select Sector Spdr Tr

$116.58M

VUG

4.6%

Vanguard Index Fds

$105.34M

Latest update

What changed recently for 71 West Capital Partners

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 06 May 2026.

Benchmark Context

Benchmark context for this company

71 West Capital Partners has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0002111530 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
2
First seen
17 Feb 2026
Latest filing
06 May 2026
Entity
Company

Latest Filings

Showing the latest 2 of 2 SEC filings for 71 West Capital Partners.

13F-HR

13F-HR filing

Filing date
06 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
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